For nearly 22 years, I have helped clients address their financial concerns and develop a comprehensive investment plan by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services my clients deserve. If a successful working relationship is developed, we will work together to pursue your goals for the long term.
Todd began his career as a Financial Advisor with Edward Jones in Edinboro, where he developed his fundamental investment knowledge. In 2008, he joined the independent channel of Wachovia Securities, a predecessor firm of Wells Fargo Advisors, to take a team approach in providing personalized financial guidance for individuals and families. In 2017, he moved his practice to the Ameriprise Financial, LLC independent channel.
After much consideration, Todd and his team joined Stifel Independent Advisors in 2022.
Todd earned a B.S. in Economics from Allegheny College in 1990 and an MBA from Clarion University of Pennsylvania in 1994. While at Clarion, he worked as a Graduate Assistant for the Business Administration Department. He holds Series 7, 9, 10, 63, and 66 securities licenses.
Todd resides in Millcreek. Outside the office, he enjoys spending time with his daughters, Allison and Faith. He is a season ticket holder to The Erie SeaWolves and the Erie Otters and enjoys attending these minor league sporting events with his family. He also enjoys buying artwork and has a substantial Fry Glass collection. Most of all, when he can, he enjoys traveling: Throughout the years, Todd and his family have visited Mexico, Turks and Caicos, The Virgin Islands, The Cayman Islands, The Bahamas, New York City, Orlando, Las Vegas, and many other destinations.
My goal is to identify and assess your personal and financial goals, leading to a customized investment strategy. I am committed to maintaining a high level of communication with you as the markets fluctuate and your unique needs and goals change throughout your lifetime.
Brian earned a B.S. in Finance from Smeal College of Business at Pennsylvania State University and holds Series 7 and 66 securities licenses.
In 2010, Brian began his financial services career with Janney, Montgomery, Scott, LLC in Clarion, Pennsylvania. In 2017, he transitioned with the team from Wells Fargo Advisors to Ameriprise Financial, LLC’s independent channel. He and the team then moved to Stifel Independent Advisors in 2022.
Brian and his wife, Karly, live in Edinboro with their two children, Vivienne and Calvin, and their dog, Windsor. The family is expecting another child in July! Together, they enjoy traveling, eating ice cream, and visiting family and friends.
For the past 20 years, I have had the privilege of being my clients’ primary source of financial guidance and service. I take the time to learn about your individual needs and personal goals and create a comprehensive investment plan to help you pursue them.
Greg is a Fairview High School graduate and earned a B.S. in Accounting from Clarion University of Pennsylvania. In 2001, he began his career as a Financial Advisor with Edward Jones in Erie. Greg later joined CUSO Financial Services at the Pennsylvania State Employees Credit Union (PSECU), where he developed a specialized skill set working with state employees and their unique retirement planning needs.
In 2018, Greg joined Rebich Investments at the Ameriprise Financial, LLC independent channel, reuniting with his friend and Edward Jones mentor, Todd Rebich. He and the team transitioned to Stifel Independent Advisors in 2022 and continue to develop customized investment plans for clients.
Greg lives in Fairview with his wife, Beth, and daughters, Madeline and Natalie. Outside the office, Greg enjoys spending time camping, boating, and snowmobiling with his family.
Steve has worked in the financial services industry since 2019 and joined Rebich Investments in 2022. His early experience focused on building and implementing investment plans tailored to the unique goals of each individual client. He earned a degree in financial planning from Robert Morris University in his hometown of Mood Twp., Pennsylvania.
Steve holds the Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).
Now residing in Edinboro, you can typically find Steve somewhere on a golf course. He also enjoys traveling, exercising, and cheering on his hometown team, the Pittsburgh Steelers.
Allison began her investment industry career at Stifel Independent Advisors in 2023. Prior to joining Stifel Independent Advisors, she spent nearly three years working in corporate finance at a bank and two consecutive summers interning at Rebich Investments. Allison earned a Bachelor of Science from Westminster College and holds Series 7 and 66 securities licenses. Outside the office, she volunteers with the Special Olympics.
Michelle ensures that our clients’ day-to-day administrative and operational needs are handled accurately and quickly, including opening new accounts, updating account information, implementing account transfers and rollovers, answering questions regarding statements, and scheduling appointments.
Michelle has been with Rebich Investments since it was founded in 2008. She helps ensure our clients receive the best possible service. In addition to client service, Michelle is responsible for marketing and brand development for the team.
Betty Jo ensures that our clients’ day-to-day administrative and operational needs are handled accurately and quickly, including opening new accounts, updating account information, implementing account transfers and rollovers, answering questions regarding statements, and scheduling appointments.
Betty Jo joined the team as Client Service Specialist in 2020. She works closely with Michelle to make sure our clients’ needs are handled in a timely and effective manner. In addition to daily operations, Betty Jo helps strengthen client relationships through personalized client service.